See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,970 | $51,576+84.1% | $129,207-26.5% | $80,856+17.5% |
| Participation rate | 6.9% | 57.0%-50.0pp | 69.6%-62.7pp | 67.6%-60.7pp |
| Annual return | 13.01% | 20.81%-7.8pp | 9417.33%-9404.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $449 | $2,669-83.2% | $4,168-89.2% | $4,296-89.5% |
| Admin fee / account holder | $0 | $4,305-100.0% | $7,715-100.0% | $6,918-100.0% |